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This article covers the functions within the Documents tab, except Work Queues and Online Portal Uploads , in the navigation pane on the left side, within the Documents tab of DocMax . We also offer a completely free 'DocMax ...
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This article covers how to update multiple documents in DocMax, which leverages the Advanced Search function in DocMax. This function is useful for scenarios such as after a building transfer and some documents within a category need to be split...
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This article covers how to use the Advanced Search function in DocMax , and how to save them as a Saved Search. It also explains how to create, edit, and delete these Saved Searches in the Administration tab. The DocMax ico...
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This article is designed to cover the various methods of adding documents to DocMax. If you are new to DocMax, we highly recommend enrolling in our DocMax Basics Online Course - it's completely free! The Add Document window will appear w...
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The instructions in this article relate to Search Creditors. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Search Creditors will assist with searching, viewing and reporting Credit...
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The instructions in this article relates to Creditor Maintenance found in StrataMax and GLMax. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Creditor Maintenance is where credit...
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The instructions in this article relate to Convert Officer to Creditors located by searching or selecting in StrataMax. If you need to pay an Office Bearer on a regular basis, convert them to a creditor without entering all the information...
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The instructions in this article relate to Compliance. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Compliance has been designed for clients to manage information relating to the ...
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The instructions in this article relate to Search Payments. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Search Payments will assist with querying payments for a single building o...
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StrataMax has several reports available detailing payment information. These reports are useful to refer to prior to uploading payments to the bank or to assist with identifying paid invoices and processed payments. Invoice/Creditor A...